EOFY - A Time To Review Goals and Achievements - Funding Strategies Connect June 2018

29 June 18

EOFY - A Time To Review Goals and Achievements - Funding Strategies Connect June 2018

Dear Readers,

Welcome to the June 2018 edition of Funding Strategies Connect!

Since our May newsletter, PictureWealth, Guarda and Walker Capital have reached major milestones. BlueMount Capital also has successes to report.

We note that the end of the financial year is upon us. We hope your business or investments have achieved the goals you were hoping for over the past 12 months. Business owners should now be reviewing their business and funding strategies for growth for the coming year.

At Funding Strategies, each assignment starts with strategy. The following items need to be understood and canvassed in order to formulate a strategic roadmap for the business and it’s stakeholders:

Current State

Complications / Issues

Goals (personal and company)

Company Strategy / goals

Company structure

Company business model

Financials (BS, P&L, Forecast)

Use of funds / Capital to be raised / Milestones to be achieved

Share capital structure / valuation

Capital Raising Options

Decisions to be made

Roadmap (current state – future state)

If you would like an obligation free discussion around your business please contact us and we look forward to helping you achieve your goals.